CIK 1760578
Pasadena Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
237
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 237
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 53K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 31K | $1M+ | SH |
| ADC | AGREE RLTY CORP | 19K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 25K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| IDVO | AMPLIFY ETF TR | 32K | $1M+ | SH |
| OSIS | OSI SYSTEMS INC | 5K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| MPLX | MPLX LP | 23K | $1M+ | SH |
| PFFR | ETFIS SER TR I | 66K | $1M+ | SH |
| DGRO | ISHARES TR | 17K | $1M+ | SH |
| FYEE | FIDELITY GREENWOOD STREET TR | 41K | $1M+ | SH |
| NXRT | NEXPOINT RESIDENTIAL TR INC | 37K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 549 | $1M+ | SH |
| PAAA | PGIM ETF TR | 21K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 26K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| QUAL | ISHARES TR | 5K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| NLR | VANECK ETF TRUST | 7K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| WPC | WP CAREY INC | 13K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 11K | $500K+ | SH |
| IQLT | ISHARES TR | 18K | $500K+ | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 39K | $500K+ | SH |
| DES | WISDOMTREE TR | 23K | $500K+ | SH |
| PFFA | ETFIS SER TR I | 36K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| BIZD | VANECK ETF TRUST | 50K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| NDIV | AMPLIFY ETF TR | 25K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| AM | ANTERO MIDSTREAM CORP | 36K | $500K+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 30K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| DEM | WISDOMTREE TR | 13K | $500K+ | SH |
| GSPY | TIDAL TRUST I | 16K | $500K+ | SH |
| J | JACOBS SOLUTIONS INC | 4K | $500K+ | SH |